Re: [GNC] How to "lock" expenses from previous year?
Thanks, Adrien! Eric On 12/4/23 22:30, Adrien Monteleone wrote: That will only keep you from editing those reconciled transactions without receiving a warning. (that is, you *can* still edit them, they are not 'locked' but you will get a warning about editing a reconciled transaction, which you can override, and also, dismiss the warning, which means you won't see it next time you try editing a reconciled transaction) There is a read-only threshold, under File > Preferences but it is quite limited as it is a sliding-window by number of previous days. So you'd have to change it each and every day as the year went on. And that applies to all accounts, not just some. An alternative is to create an archive folder with a copy of the book, and possibly the annual reports in PDF form. That way if you ever needed to go back to see if you inadvertently edited something, you'd have a backup at that state to verify changes. Having a good backup strategy helps too. You can also make accounts placeholders which prevents *new* transactions from being entered, but that doesn't stop you from editing previous transactions. Otherwise, no, you can't lock accounts from editing. Regards, Adrien -- Eric Chapman GnuCash 4.14 on MacOS 14.1 Sonoma running on an Apple M3 Max computer. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to "lock" expenses from previous year?
That will only keep you from editing those reconciled transactions without receiving a warning. (that is, you *can* still edit them, they are not 'locked' but you will get a warning about editing a reconciled transaction, which you can override, and also, dismiss the warning, which means you won't see it next time you try editing a reconciled transaction) There is a read-only threshold, under File > Preferences but it is quite limited as it is a sliding-window by number of previous days. So you'd have to change it each and every day as the year went on. And that applies to all accounts, not just some. An alternative is to create an archive folder with a copy of the book, and possibly the annual reports in PDF form. That way if you ever needed to go back to see if you inadvertently edited something, you'd have a backup at that state to verify changes. Having a good backup strategy helps too. You can also make accounts placeholders which prevents *new* transactions from being entered, but that doesn't stop you from editing previous transactions. Otherwise, no, you can't lock accounts from editing. Regards, Adrien On 12/4/23 8:23 PM, Eric Chapman wrote: Once I'm sure I'm done with 2022 and the data is not going to change, is there a good way to lock the income/expense accounts so I do not accidentally post something to a previous year? Somewhere in the manual I saw something that said you can "reconcile" income & expense accounts to lock them: Because expense accounts are generated entirely by you, there are no statements against which you would reconcile your data. Therefore, there is technically nothing to reconcile. You can, of course use the reconcile process for expense accounts, which will lock the transactions for future editing. Anybody doing that? Any advice on best practices? I'd like to do it all in one fell swoop – the entire year at once. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] How to "lock" expenses from previous year?
Once I'm sure I'm done with 2022 and the data is not going to change, is there a good way to lock the income/expense accounts so I do not accidentally post something to a previous year? Somewhere in the manual I saw something that said you can "reconcile" income & expense accounts to lock them: Because expense accounts are generated entirely by you, there are no statements against which you would reconcile your data. Therefore, there is technically nothing to reconcile. You can, of course use the reconcile process for expense accounts, which will lock the transactions for future editing. Anybody doing that? Any advice on best practices? I'd like to do it all in one fell swoop – the entire year at once. Thanks for any advice. I'm knocking off for the night, hoping to check back in the morning. -- Eric Chapman GnuCash 4.14 on MacOS 14.1 Sonoma running on an Apple M3 Max computer. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
